Vertex Financial Group
Financial Services
640 Plaza Drive
31 employees
- Employees
- 31
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Vertex Financial Group Overview
- Headquarters
- 640 Plaza Drive
- Phone Number
- Available in AeroLeads
- Website
- vertex-financial.com
- Industry
- Financial Services
- Employees
- 31
- Founded
- 2000
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Vertex Financial Group
Vertex Financial Group is a team of residential mortgage specialists. We are headquartered in Denver with Advisors serving clients in Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Maryland, Oregon, Texas, Utah, Virginia, Washington, and Wyoming. Company NMLS number is 3051. Your home is typically your most valuable asset and your mortgage your largest debt. It is critical that both be properly managed from an income tax and investment perspective. Today’s mortgages are constantly changing financial vehicles and there are hundreds of different mortgage options; thus, you need financial expertise to maximize your opportunity. Many brokers and lenders lack the expertise to effectively coordinate this asset/debt with your overall financial plan. Since its inception in 2000, Vertex Financial group has maintained a big-picture focus for our clients; three members of the leadership team are CFP® (Certified Financial Planner™) professionals. We focus on clients, not on transactions. Typically a bank, savings & loan, or credit union can only quote rates for the loans they offer as a retail outlet. As mortgage specialists, we shop among dozens of national and local lenders for wholesale-priced loan programs designed to meet your unique needs. At Vertex Financial Group, we promise to provide you with objective mortgage advice, professional service, and low-interest rates in a trustworthy manner. Vertex State Licenses AZ - MB-0903574 CA - DRE01477418 CO - Regulated by the Colorado Division of Real Estate CT - 13467 FL - MBR 5654 GA - 23168 ID - MBL-6509 IL - MB.0005953 MD - 21444 OR - ML-2136 TX - 3051 UT - 7003412-NMLC VA - MC-7825 WA - MB-3051 WY - MBL-776
Vertex Financial Group Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Vertex Financial Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Sean Devin | Partner & Advisor Nmls 5047, Vertex | Littleton, Colorado, United States |
Email
Phone
|
| Phil Meisinger | Loan Officer - Real Estate Investor | Aurora, Illinois, United States |
Email
|
| Paul Becker | Littleton, Colorado, United States |
Email
|
|
| Andy Duncan | Loan Officer at Vertex Financial Group |
View
|
Employees by Management Level
Individual contributor
11 profiles
Senior / Lead
3 profiles
Manager
2 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 6 | 6 | 0 |
| General | 2 | 2 | 0 |
| IT | 1 | 1 | 0 |
Vertex Financial Group Tech Stack
Engineering
1 profile
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